VB VANGUARD INDEX FDS

Ownership history in Brick & Kyle, Associates  ·  43 quarters on record

This page tracks every 13F SEC filing in which Brick & Kyle, Associates reported a position in VANGUARD INDEX FDS (VB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.02% (2025 Q2)
Avg. % of fund
1.63%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
43
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 39,412 -139 -0.4% 3.60% $10.2M $257.95
2025 Q3 ADDED 39,551 +2,825 +7.7% 3.71% $10.1M $253.38
2025 Q2 ADDED 36,726 +796 +2.2% 4.02% $9.1M $235.40
2025 Q1 REDUCED 35,930 -211 -0.6% 3.62% $7.9M $219.54
2024 Q4 ADDED 36,141 +4 +0.0% 3.70% $8.7M $236.92
2024 Q3 REDUCED 36,137 -327 -0.9% 3.68% $8.6M $233.03
2024 Q2 ADDED 36,464 +2,887 +8.6% 3.28% $8.0M $213.56
2024 Q1 ADDED 33,577 +18,711 +125.9% 3.34% $7.5M $223.02
2023 Q4 ADDED 14,866 +19 +0.1% 1.58% $3.2M $207.51
2023 Q3 REDUCED 14,847 -44 -0.3% 1.49% $2.8M $182.97
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VB price (monthly, adj. close)
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